Accounts receivable, net of allowance of 8 and 3, respectively
61,605
83,528
46,332
51,633
Inventories
9,343
6,118
-
-
Prepaid expenses and other current assets
46,299
44,984
29,581
25,977
Total current assets
848,978
775,362
754,143
355,463
Property and equipment, net
159,145
150,573
145,084
131,288
Capitalized internal-use software, net
20,980
21,475
21,062
20,567
Goodwill
143,111
143,452
138,954
138,644
Intangible assets, net
25,156
26,633
25,537
26,624
Restricted cash and cash equivalents, non-current
6,610
5,471
5,367
5,527
Operating lease right-of-use assets
39,507
14,588
13,950
16,099
Other non-current assets
7,944
8,132
1,963
2,213
Total assets
1,251,431
1,145,686
1,106,060
696,425
Accounts payable
9,040
10,612
3,448
11,053
Accrued and other current liabilities
58,539
55,874
28,652
32,443
Deferred revenue
230,682
220,572
145,857
148,006
Liability from early exercise of stock options
896
1,793
2,689
3,586
Operating lease liabilities, current
3,392
7,296
7,943
8,403
Public and private placement warrant liabilities
0
173,308
56,820
13,369
Total current liabilities
302,549
469,455
188,589
203,491
Deferred revenue
16,240
27,522
48,332
25,013
Deferred hosting costs
3,210
4,034
5,273
6,512
Operating lease liabilities, non-current
37,074
8,300
7,209
9,139
Contingent consideration
-
0
3,601
2,774
Convertible notes
447,569
446,884
446,201
-
Other non-current liabilities
1,085
1,060
477
438
Total liabilities
807,727
957,255
756,502
260,736
Common stock, 0.0001 par value, 570,000,000, 30,000,000 and 30,000,000 class a, class b and class c shares authorized at april 30, 2026 and january 31, 2026, 332,899,400 and 312,421,506 class a shares issued and outstanding at april 30, 2026 and january 31, 2026, respectively, 23,493,796 and 22,909,742 class b shares issued and outstanding at april 30, 2026 and january 31, 2026, respectively, 0 class c shares issued and outstanding at april 30, 2026 and january 31, 2026
36
34
28
28
Additional paid-in capital
2,027,480
1,631,896
1,642,478
1,670,030
Accumulated other comprehensive income (loss)
4,921
6,362
4,458
3,852
Accumulated deficit
-1,588,733
-1,449,861
-1,297,406
-1,238,221
Total stockholders equity
443,704
188,431
349,558
435,689
Total liabilities and stockholders equity
1,251,431
1,145,686
1,106,060
696,425
Unit: Thousand (K) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.
Time Plot
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